Financial Adviser · BRISBANE, QLD

James Pitt

9 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001255280

James Pitt is a financial adviser based in Brisbane, Queensland, with 9 years of experience in the financial services industry. James is currently authorised under Industry Fund Services Limited. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from The University of New South Wales. James is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation (excluding self-managed super funds)

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce

Griffith University

2023

Ethics and Professionalism in Financial Advice

Ethics - KAPLAN Professional

2025

Master of Applied Finance

The University of New South Wales

Registration History

Industry Fund Services Limited

Apr 2022 - Present Current

Superannuation (excluding self-managed super funds)

Aia Financial Services Pty Limited

Dec 2021 - Apr 2022 Ceased

Commonwealth Financial Planning Limited

Jan 2021 - Nov 2021 Ceased

Not authorised to provide advice in SMSF, Securities and Margin Lending

Commonwealth Financial Planning Limited

Jun 2017 - Jan 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register